Glassman Wealth Services’s PPD, Inc. Common Stock PPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-152
| Closed | -$7K | – | 2043 |
|
2021
Q3 | $7K | Hold |
152
| – | – | ﹤0.01% | 888 |
|
2021
Q2 | $7K | Sell |
152
-45
| -23% | -$2.07K | ﹤0.01% | 856 |
|
2021
Q1 | $7K | Buy |
197
+14
| +8% | +$497 | ﹤0.01% | 809 |
|
2020
Q4 | $6K | Hold |
183
| – | – | ﹤0.01% | 848 |
|
2020
Q3 | $7K | Buy |
+183
| New | +$7K | ﹤0.01% | 717 |
|